Pacific Capital Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
33,269
+5,398
| +19% | +$131K | 0.15% | 43 |
|
|
2025
Q1 | $678K | Buy |
27,871
+2,605
| +10% | +$63.4K | 0.12% | 48 |
|
|
2024
Q4 | $608K | Buy |
+25,266
| New | +$608K | 0.1% | 47 |
|
|
2023
Q2 | – | Sell |
-25,780
| Closed | -$629K | – | 81 |
|
|
2023
Q1 | $629K | Hold |
25,780
| – | – | 0.16% | 53 |
|
|
2022
Q4 | $622K | Sell |
25,780
-18,862
| -42% | -$455K | 0.16% | 59 |
|
|
2022
Q3 | $1.08M | Sell |
44,642
-38,454
| -46% | -$928K | 0.29% | 46 |
|
|
2022
Q2 | $2.04M | Sell |
83,096
-728
| -0.9% | -$17.9K | 0.57% | 36 |
|
|
2022
Q1 | $2.08M | Sell |
83,824
-4,764
| -5% | -$118K | 0.59% | 37 |
|
|
2021
Q4 | $2.25M | Buy |
88,588
+5,578
| +7% | +$142K | 0.65% | 37 |
|
|
2021
Q3 | $2.13M | Buy |
83,010
+8,008
| +11% | +$205K | 0.67% | 37 |
|
|
2021
Q2 | $1.92M | Buy |
75,002
+3,302
| +5% | +$84.6K | 0.97% | 31 |
|
|
2021
Q1 | $1.84M | Buy |
71,700
+22,216
| +45% | +$570K | 1.02% | 30 |
|
|
2020
Q4 | $1.27M | Hold |
49,484
| – | – | 0.72% | 36 |
|
|
2020
Q3 | $1.27M | Hold |
49,484
| – | – | 0.76% | 34 |
|
|
2020
Q2 | $1.28M | Hold |
49,484
| – | – | 0.87% | 31 |
|
|
2020
Q1 | $1.28M | Buy |
49,484
+4
| +0% | +$103 | 0.97% | 30 |
|
|
2019
Q4 | $1.25M | Buy |
+49,480
| New | +$1.25M | 0.83% | 32 |
|